Octopus
Finance • Energy • Education
Octopus is a group of entrepreneurs and investors united by a mission to invest in the people, ideas, and industries that will change the world. They have built and invested in disruptive companies across various sectors including financial services, energy, and education. Notably, Octopus Energy aims to provide affordable green energy globally, while Octopus Investments focuses on impactful investment opportunities. Their charitable arm, Octopus Giving, supports overlooked communities and environmental initiatives, emphasizing their commitment to social responsibility and positive change.
Estate Planning Consultant
Job not on LinkedIn
May 22
Octopus
Finance • Energy • Education
Octopus is a group of entrepreneurs and investors united by a mission to invest in the people, ideas, and industries that will change the world. They have built and invested in disruptive companies across various sectors including financial services, energy, and education. Notably, Octopus Energy aims to provide affordable green energy globally, while Octopus Investments focuses on impactful investment opportunities. Their charitable arm, Octopus Giving, supports overlooked communities and environmental initiatives, emphasizing their commitment to social responsibility and positive change.
📋 Description
•As a trainee Estate Planning Consultant, you’ll support families with one of life’s most important conversations - how to prepare for the future. •Through home visits and virtual appointments, you’ll help people understand the options available for wills, trusts, and powers of attorney, and guide them through next steps with care and clarity. •This is a hands-on role that’s perfect if you want to explore legal, client-facing work in a meaningful area, build practical experience, and develop deep knowledge of estate planning in real-life situations. •Conduct empathetic, detailed consultations with clients - either at home or online - to understand their wishes and walk them through their options. •Explain how wills, trusts, and lasting powers of attorney work in practical, jargon-free terms. •Keep accurate records and ensure the client’s decisions are clearly documented. •Collaborate with our legal team to stay up to date on legal standards and requirements. •Assist with online wills and other services across the business as needed. •Deliver exceptional aftercare - answering questions and helping clients make changes when life shifts.
🎯 Requirements
•Graduates interested in private client law, social impact, or legal services •Career changers looking for a purpose-led, people-facing profession, preferably from a regulated background •Individuals curious about building legal experience outside of the traditional path •Candidates who want a structured training program learning about estate planning •Excellent communicators, with strong emotional intelligence •Comfortable working independently, flexibly, and remotely •Highly empathetic, with a genuine interest in helping others •Organised and confident with sensitive conversations •Comfortable driving within your local region for home appointments •(Bonus but not required) Knowledge of wills, trusts, LPAs, or STEP qualification
🏖️ Benefits
•Octopus share incentive scheme. •Flexible holiday + extra day off for your Birthday. •Vitality Health & Life Insurance. •Pension scheme. •Enhanced parental leave. •Free Will & LPAs + discounts on other Octopus services. •Cycle to Work Scheme and access to the Electric Vehicle (EV) Salary Sacrifice Scheme. •Octopus Giving: we match any charitable fundraising that you do up to £500. •Octopus Springboard: where we help our employees become fully-fledged entrepreneurs.
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